Senior Tax, Retirement & Estate Planning Leader (Toronto)

Senior Tax, Retirement & Estate Planning Leader (Toronto)

19 Aug
|
CI Financial
|
Toronto

19 Aug

CI Financial

Toronto

CI Advisor Consulting’s TREP team at CI Global Asset Management, based in Toronto, is seeking a Vice President, Tax, Retirement and Estate Planning. You will support advisors and the CI GAM Sales team by addressing detailed tax questions and creating educational content to assist with protecting and growing client wealth. The role requires leadership, collaboration with sales and TREP, and the ability to develop topics, materials and deliverables reflecting changes in legislation.

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📌 Senior Tax, Retirement & Estate Planning Leader (Toronto)
🏢 CI Financial
📍 Toronto

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